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Trump signs TikTok order with $14B valuation, we’re in an AI ‘super cycle’ that could last 20 years, Fed divide deepens, US economy grows at fastest pace in nearly two years, and Trump slaps new tariffs on imported drugs, trucks, and household furnishings...
Market Briefing
September 26, 2025
Good morning.
The Fast Five → Trump signs TikTok order with $14B valuation, we’re in an AI ‘super cycle’ that could last 20 years, Fed divide deepens, US economy grows at fastest pace in nearly two years, and Trump slaps new tariffs on imported drugs, trucks, and household furnishings…
📌 Rate Cuts Won’t Save You - While the Fed tinkers with rates, Washington and Wall Street are quietly rolling out a much bigger it's already changing how money moves in America. Tech investor Eric Wade expects it to disrupt banks, paychecks, and retirements - and create massive profit opportunities. Click here for 3 steps he's urging you take immediately. (ad)
Calendar: (all times ET) - Full Calendar
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Your 5-minute briefing for Friday, Sept 26:
BEFORE THE OPEN
As of market close 9/25/2025.
Pre-Market:
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US Investor % Bullish Sentiment:
↑ 41.67% for Week of SEP 18 2025
Previous week: 28.03%
Market Wrap:
Futures flat: Dow +18 (0.04%), S&P +0.06%, Nasdaq +0.05%
PCE inflation due Friday, Fed’s key gauge; markets see 2 cuts
Stronger jobs/GDP dent cut hopes; 10-yr yield touched 4.2%
Oracle, Meta, Tesla fell; AI valuations under pressure
Week-to-date: S&P -0.9%, Nasdaq -1.1%, Dow -0.8%
Slimmon (MS): AI pullback is healthy, long-term buys ahead
EARNINGS
Nothing watched today. Full calendar here »
A U.S. Dollar Reset is Underway
The Fed's interest rate manipulation may dominate headlines - but the real monetary reset is happening behind the scenes.
Washington has just approved a new upgraded version of the U.S. dollar. It's already moving more money than Visa and Mastercard combined. And some of the biggest banks and Fortune 500s in America are scrambling to adopt it.
It's faster. Built for business. It could change how you get paid, how you save, even how your retirement grows.
And investors who get ahead of it could make a lot of money.
Incredibly, most Americans have no idea this is happening.
That's why I've prepared an urgent briefing, with three steps to position yourself before mass adoption - and before the biggest potential gains disappear.
Eric Wade
Senior Editor, Stansberry Research
- a sponsored message from Stansberry Research -
HEADLINES
Trump signed an EO Thursday that approves a deal to keep TikTok available in the US after months of uncertainty about the future of the popular Chinese-owned social media platform.
The AI super cycle will “change the world in every aspect,” B Capital’s Raj Ganguly told CNBC’s “Beyond the Valley” podcast.
Stocks struggle as Trump slaps new tariffs, Fed cut bets unwind (more)
Oracle, Silver Lake, MGX to share 45% ownership of TikTok (more)
Trump plans new tariff push with 100% rate on patented drugs (more)
Trump slaps 25% tariffs on heavy trucks imports, starting Oct. 1 (more)
Trump floats using tariff money for farmer bailout (more)
Fed divide deepens as officials go public with rate views (more)
Jobless claims tumble to 218,000, well below estimate (more)
US economy grows at fastest pace in nearly two years in second quarter (more)
Global debt hits record of nearly $338 trillion (more)
Disney investors: Kimmel's suspension hurt profits, demand investigation (more)
Amazon reaches $2.5B settlement over FTC's Prime lawsuit (more)
CoreWeave expands OpenAI pact with new $6.5B contract (more)
Intel approaches TSMC for investments or partnership (more)
Starbucks to close stores, lay off workers in $1B restructuring plan (more)
Goldman Sachs sees M&A growth driven by industry consolidation (more)
Startup founders say Trump's $100K H-1B fee is a 'talent tariff' (more)
DEALFLOW
M+A | Investments
Thermo Fisher to acquire Chemometec for $1.2B
Blackstone buys majority stake in BRF’s US poultry operations
Datavant to acquire DigitalOwl
Cimpress sells Vistaprint UK unit to Rubicon for $730M
BMC Software to merge with private equity-backed C3.ai
VC
Inspiren, an AI-powered solutions supporting senior living, raised $100M in Series B funding
Thyme Care, a value-based cancer care enabler, raised $97M in Series D funding
Irregular, a frontier AI security lab, raised $80M in funding
SEON, a fraud prevention and AML compliance company, raised $80M in Series C funding
Daymark Health, a cancer care company, raised $20M in Series A funding
Prelude Security, an endpoint protection platform, raised an additional $16M in funding
Amplio, an AI company supporting how enterprise manufacturers manage surplus, raised $11.1M in Series A funding
Bonsai Health, an agentic AI platform automating complex healthcare workflows, raised $7M in Seed funding
PostSig, an AI-native system of intelligence for critical infrastructure, raised $4.1M in Seed funding
Alguna, a platform improving pricing, quoting and billing for AI, SaaS companies, raised $4M in Seed funding
CRYPTO
BULLISH BITES
📈 Global casting call for top traders.
💸 Saving for retirement is getting more expensive.
⚠️ Meet the travelers who visit the world’s most dangerous places.
🚴🏼♂️ The legend of Mamadou, the fastest food delivery courier in New York City.
DAILY SHARES
When you realize you bought the top
— Not Jerome Powell (@alifarhat79)
10:36 PM • Sep 25, 2025
When you suspect the market has hit a generational top but you can’t prove it
— Ramp Capital (@RampCapitalLLC)
7:37 PM • Sep 25, 2025
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